Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,658
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$30.4M
3
+$26.6M
4
ADM icon
Archer Daniels Midland
ADM
+$26.5M
5
CAH icon
Cardinal Health
CAH
+$23.6M

Top Sells

1
+$40.3M
2
+$26.5M
3
+$22.3M
4
BEN icon
Franklin Resources
BEN
+$21M
5
CHRW icon
C.H. Robinson
CHRW
+$20.7M

Sector Composition

1 Energy 7.44%
2 Healthcare 6.67%
3 Technology 6.35%
4 Consumer Discretionary 5.95%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.04%
6,650
-200
227
$1.03M 0.04%
5,981
-217
228
$1.01M 0.04%
41,592
+41,142
229
$1M 0.04%
9,723
+957
230
$965K 0.04%
6,800
+1,074
231
$942K 0.04%
16,545
+1,323
232
$914K 0.04%
19,103
-619
233
$890K 0.04%
14,285
+426
234
$889K 0.04%
17,516
+3,456
235
$889K 0.04%
16,135
236
$887K 0.04%
16,006
+10,110
237
$885K 0.04%
15,308
+9,692
238
$881K 0.04%
17,080
+620
239
$862K 0.03%
14,483
-2,976
240
$847K 0.03%
8,384
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241
$810K 0.03%
8,886
-788
242
$806K 0.03%
2,459
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243
$804K 0.03%
5,032
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244
$800K 0.03%
+8,799
245
$798K 0.03%
5,104
-280
246
$794K 0.03%
8,689
-1,562
247
$788K 0.03%
31,978
+29,356
248
$780K 0.03%
5,802
+1,167
249
$777K 0.03%
14,943
+1,608
250
$773K 0.03%
24,330
-687
8 9
10
11 12